Mission Over Margins.
Most software companies are built to trap your data. We were chartered to liberate it.
Stakeholders > Shareholders
Traditional corporations are legally obligated to maximize shareholder value above all else. This often forces them to choose profit over their users. We chose a different path.
As a Public Benefit Corporation, our fiduciary duty extends beyond our investors to include our stakeholders. That explicitly includes you - the Financial Planning Community.
The specific public benefit purpose of the corporation is to improve the ecosystem of personal finance through efforts to standardize data.
— Fin Pods AI Corporate Charter
The "Unlocked" Pledge
Most companies lock you in because they are afraid you will leave.
We make it easy to leave because we are confident you will stay.
1. You Own Your Data
The data we extract from your documents belongs to you. We do not sell it or use it to train public models without consent.
2. The "Eject" Button
In your settings, there is a button labeled "Export All." One click downloads a Zip of your files and a CSV of your data. No support tickets required.
3. Open Standards
We format data so it can be imported into Excel, AI, or even our competitors' tools. We compete on utility, not captivity.
Financial Planning and Tech Expertise
Matteo Hoch
CFP®, EA, Founder
"I didn't just build Fin Pods for you. I built it for myself. I was tired of the difficulty getting data into the right tool to do my job best."
Secure Tech Leadership
Capital One: Led development of enterprise data processing tools designed to meet strict data security requirements for sensitive banking data.
NYC Turing Fellow: Selected as a promising young engineer to learn the NYC startup scene, engaging with top tech companies like Bitly and Etsy.
Fintech Scale
Joined a leading financial technology startup and played a key role in scaling the platform to over 15,000 advisors.
Regulated Environments
Proven experience developing solutions under strict compliance frameworks including HIPAA, AML, and PCI.
Combined with the ethics requirements to hold both CFP® and EA designations.
CFP®, EA - Community Impact
Leads a free tax preparation site in Las Vegas, overseeing the successful filing of 800+ tax returns for the community every year.
Join the Movement.
Help us build the personal finance ecosystem of the future.
Secure. Intelligent. And Open.